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Hawaiian Electric Industries
HE

223 hedge funds and large institutions have $1.52B invested in Hawaiian Electric Industries in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 63

14% more capital invested

Capital invested by funds: $1.34B → $1.52B (+$188M)

8% more funds holding

Funds holding: 207 → 223 (+16)

1.33% more ownership

Funds ownership: 43.09% → 44.42% (+1.3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
223
Holders Change
+16
Holders Change %
+7.73%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
80
Reduced
63
Closed
15
Calls
$49K
Puts
–
Net Calls
+$49K
Net Calls Change
+$52K

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$24M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.7M
3
ECP
Electron Capital Partners
New York
+$17.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.9M
5
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$7.61M

Top Sellers

1
ICM
Indaba Capital Management
California
-$19.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$17.2M
3
Morgan Stanley
Morgan Stanley
New York
-$16.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$3.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
151
Capstone Asset Management
Texas
$335K +$2.1K +70 +0.7%
DADC
152
D.A. Davidson & Co
Montana
$329K – – –
RJA
153
Raymond James & Associates
Florida
$329K +$304K +10,144 New
SCM
154
Shelton Capital Management
Colorado
$318K – – –
PAG
155
Private Advisor Group
New Jersey
$294K -$2.49K -83 -0.9%
Tudor Investment Corp
156
Tudor Investment Corp
Connecticut
$289K +$6.32K +211 +2%
VCM
157
Violich Capital Management
California
$284K – – –
PAM
158
Panagora Asset Management
Massachusetts
$279K -$1.74M -58,067 -87%
ST
159
Spinnaker Trust
Maine
$259K – – –
FAAS
160
First Allied Advisory Services
California
$253K -$135K -4,503 -37%
BOTOTLSJU
161
Board of Trustees of The Leland Stanford Junior University
California
$249K – – –
SB
162
Suntrust Banks
Georgia
$249K – – –
CC
163
Cadinha & Co
Hawaii
$233K – – –
CTA
164
Chesley Taft & Associates
Illinois
$217K +$201K +6,700 New
HSBC Holdings
165
HSBC Holdings
United Kingdom
$206K +$191K +6,361 New
NAM
166
NTV Asset Management
West Virginia
$204K +$207K +6,900 New
US Bancorp
167
US Bancorp
Minnesota
$171K -$7.04K -235 -4%
GT
168
Glenmede Trust
Pennsylvania
$147K – – –
CG
169
Cutler Group
California
$146K -$321K -10,711 -70%
CFG
170
CKW Financial Group
Hawaii
$141K – – –
WT
171
Whittier Trust
California
$135K – – –
BC
172
Bartlett & Co
Ohio
$130K – – –
LIA
173
LS Investment Advisors
Michigan
$121K +$8.36K +279 +8%
MFS
174
MSI Financial Services
Massachusetts
$105K +$2.19K +73 +2%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$102K – – –
5 6
7
8 9

HE Hedge Fund Activity: Q1 2016 in Review

223 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2016, worth a combined $1.52B — up 14% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HE positions and 15 closed out — a net gain of 17 holders — while 80 added to existing stakes and 63 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $24M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $19.4M sold.

  • 223 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2016, up from 207 in Q4 2015.
  • Funds reported $1.52B of Hawaiian Electric Industries stock for Q1 2016, up 14% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q1 2016 and 15 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2016 was Adage Capital Partners, an estimated $24M added.
  • The largest Hawaiian Electric Industries seller in Q1 2016 was Indaba Capital Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2016.